Home → Broker Account → Users → Adding a New User

2.2. Adding a New User

Select Users from the left-hand side of your screen. By default, this section will display every user across all offices that you have access to, but this can be adjusted by selecting specific offices in the office drop-down button. 

To add a new user, click the "New User" button on the top-right corner of your screen.

Upload the picture of your agent or admin by selecting the image from your device and dragging  the slider in the editor window to resize the image. You can also drag the image itself to center it. Click "Done" and wait for the picture to load, then proceed to add more details. 

Next, enter additional information like First & Last name, contact numbers, email, etc and choose the default language of the review request.

Next, choose whether the user should have agent or admin access (both can be enabled if the necessary).

For agent access only, select if they should have the option to send Review Requests within their agent dashboard. If they do, choose whether they should be able to send for Sales and/or Rental transactions only.

For admin access, select if they should be a Regular Admin or Super Admin. Next, select the level of access that your admin should have. 

Next, choose if the admin should have access to viewing and editing brokerage level settings (office details) and choose the type of notifications they can receive. Finally, choose if the admin should have access to billing.

Next, identify the primary office of this and additional offices can be selected if needed.

Next, choose if the user should be an escalation contact. 

Proceed to add your welcome message or skip this step. Double check all the information and when you're ready, click "Add User". 

Need more help?

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